Unclaimed
Ray Young is a financial advisor with over 40 years of experience in the industry. Ray is currently registered with Private Advisor Group, LLC and is licensed to provide financial advice in numerous states. Ray has a strong track record of success in helping individuals and families achieve their financial goals. Ray specializes in financial planning, portfolio management, and retirement planning. Ray is also a registered representative and has extensive experience in the securities industry. Ray is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitation/referral
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
NJ
06/14/2021 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NY
12/15/1997 - 07/12/2011
SECURITIES AMERICA, INC. (FARMINGDALE NY)
NY
06/13/2011 - 06/23/2011
LPL FINANCIAL LLC (FARMINGDALE NY)
FL
05/16/1985 - 12/15/1997
FIRST LONG ISLAND SECURITIES INC. (LAKE MARY FL)
NA
10/20/1982 - 12/03/1991
FIRST INVESTORS CORPORATION
NA
04/15/1985 - 05/20/1985
LIFE PLANNING INC.
NA
10/20/1982 - 03/25/1985
MACPEG, ROSS, O'CONNELL & GOLDEBER, INC.
BC
Issued 02/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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